If you have discovered that you put yourself at risk and lost money, while your broker or agent benefited from the tax shelter transaction, you may have been the victim of tax shelter abuse or fraud. At the San Francisco law offices of KCEH, we can protect your rights and help you get your money back.
It is the job of brokers, agents and investment counselors to sell plans. If they suggest you enroll in a tax-exempt plan to fund your retirement, they may tell you that your payments are tax deductible, then set up the plan so they are not. What may seem like a mistake can be very profitable for them and can have serious consequences for you.
If a broker, agent or counselor gave you false information about a tax shelter for insurance, trust or retirement purposes, you may have been the victim of tax shelter fraud. We will take a look at your plan and determine what is deductible and how your plan could be altered to actually benefit you. Next, we will come up with a plan to make sure the fraudulent broker or agent is held responsible.
With over forty years of experience taking on insurance companies, agents and brokers in fraud and bad faith claims, attorney Guy Kornblum has handled hundreds of these cases. He understands what you have at stake and what you can do to protect your rights in cases of tax shelter fraud and abuse.
If you believe that you have been the victim of tax shelter abuse or fraud, it is time to find out more about your rights and options. Located in San Francisco, we help individuals and businesses across California. Call (415) 440-7800 or contact us today to schedule a consultation and find out more.